Accountant Business Advisor (Account Manager)

Kaizen CPAs + Advisors is seeking an Account​ant Business Advisor (Account Manager) to join their people‑first firm in the United States. This full‑time role offers a competitive salary of $74,143 per year and focuses on delivering forward‑thinking financial solutions for business clients.

Key Responsibilities

• Serve as the primary point of contact for assigned business clients, understanding their financial goals and challenges.
• Prepare, review, and analyze financial statements, tax filings, and management reports.
• Provide strategic advice on cash flow management, budgeting, forecasting, and profitability improvement.
• Collaborate with internal CPA and advisory teams to develop customized solutions that align with client objectives.
• Maintain compliance with federal, state, and local regulations while ensuring high-quality deliverables.
• Identify opportunities for additional services and support business growth initiatives.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• 3+ years of experience in public accounting or corporate finance, preferably with small‑ to mid‑size businesses.
• Strong analytical skills and proficiency with accounting software (e.g., QuickBooks, Xero) and Microsoft Excel.
• Excellent communication and interpersonal abilities; comfortable presenting complex data to non‑financial stakeholders.
• Demonstrated ability to work independently and as part of a collaborative team.

What We Offer

• Annual salary of $74,143.
• Supportive, values‑driven culture focused on teamwork and professional growth.
• Opportunities for continuous learning, certification support, and career advancement.

Frequently Asked Questions

What does an Accountant Business Advisor do at Kaizen CPAs?

You act as the main liaison for business clients, delivering financial analysis, tax services, and strategic advice to help them grow and stay compliant.

What qualifications are required for this role?

A bachelor’s degree in accounting or finance, 3+ years of relevant experience, and strong analytical and communication skills. CPA certification is a plus.

Is the salary fixed for this position?

Yes, the role offers a fixed annual salary of $74,143.